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Money
What pension research reveals about retirement planning
As the cost of living crisis eases, what steps are you taking to build your pension?
Sterling Capital Equity Income R6 (STREX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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27.86
-0.06
(-0.21%)
As of 08:05AM EDT. Market open.
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
6.74%
5-year average return
13.04%
Number of years up
4
Number of years down
1
Best 1-yr total return (19 May 2024)
28.18%
Worst 1-yr total return (19 May 2024)
N/A
Best 3-yr total return
28.18%
Worst 3-yr total return
10.54%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
STREX
Category
YTD
2.94%
4.44%
1-month
-3.90%
-4.04%
3-month
3.30%
4.09%
1-year
14.57%
14.37%
3-year
8.17%
6.04%
5-year
11.33%
9.20%
10-year
10.56%
8.57%
Last bull market
24.14%
22.97%
Last bear market
-7.99%
-11.27%
Annual total return (%) history
Year
STREX
Category
2024
N/A
N/A
2023
12.52%
11.63%
2022
-3.07%
-5.90%
2021
28.18%
26.22%
2020
8.72%
2.91%
2019
25.44%
25.04%
2018
N/A
-8.53%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
7.12%
N/A
N/A
N/A
2023
-0.19%
2.31%
-1.85%
12.28%
2022
-1.17%
-7.99%
-5.40%
12.69%
2021
8.34%
7.35%
0.36%
9.82%
2020
-25.21%
19.02%
5.90%
15.33%
2019
10.17%
4.25%
2.75%
6.30%
2018
3.75%
7.27%
-7.73%
N/A
Rank in category (by total return)
YTD
78
1-month
43
3-month
68
1-year
48
3-year
15
5-year
16
Load adjusted returns
1-year
14.57%
3-year
8.17%
5-year
11.33%
10-year
10.56%
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